Before the admins of Salesforce org and Marketing Cloud org send Promotion data to Marketing Cloud Personalization (formerly Interaction Studio), they must complete a few prerequisites.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions. |
| Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license, Data Cloud, and Interaction Studio in Marketing Cloud enabled. |
Complete these prerequisites in your Marketing Cloud org and Salesforce org.
| Sequence | Step | Complete In |
|---|---|---|
| 1 | Activate the SalesforceCDPActivationETL in Marketing Cloud Personalization. | Marketing Cloud org |
| 2 | Set up promotions with Data Cloud. Create your segments but don't publish them to an activation target. | Salesforce org |
| 3 | Set up the Interaction Studio connector for Data Cloud. Ensure that you've already set up a dataset in Marketing Cloud Personalization. If you have multiple datasets in Marketing Cloud Personalization, select the datasets to integrate from your Marketing Cloud Personalization account. | |
| 4 | Publish your segments and select the activation target as the Marketing Cloud Personalization instance you connected to in the previous step. Depending on the object that your segments are based on and the requirements of your company, you can add attributes of the object or its related objects. Ensure that the attributes that you select are also available in Marketing Cloud Personalization as user attributes. | |
| 5 | Add segments for promotions | |
| 6 | Send loyalty promotion segments to Marketing Cloud Engagement | Marketing Cloud org |
| 7 (optional) | Send the records of objects referenced by Promotion records to Marketing Cloud |